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iShares MSCI Switzerland ETF

138 hedge funds and large institutions have $583M invested in iShares MSCI Switzerland ETF in 2020 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 26 increasing their positions, 53 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

12% more capital invested

Capital invested by funds: $521M → $583M (+$61.4M)

4% more funds holding

Funds holding: 133138 (+5)

17.26% less ownership

Funds ownership: 55.36%38.1% (-17%)

51% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 53

Holders
138
Holders Change
+5
Holders Change %
+3.76%
% of All Funds
2.83%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
27
Increased
26
Reduced
53
Closed
21
Calls
$345K
Puts
Net Calls
+$345K
Net Calls Change
-$719K
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
26
Madison Asset Management
Wisconsin
$3.45M +$3.33M +88,621 New
MLM
27
Mount Lucas Management
Pennsylvania
$3.35M +$3.22M +85,880 New
Osaic Holdings
28
Osaic Holdings
Arizona
$3.31M +$119K +3,176 +4%
BHWA
29
Beacon Harbor Wealth Advisors
Virginia
$3.29M +$36.5K +971 +1%
WOA
30
Water Oak Advisors
Florida
$3.29M -$3.81M -101,569 -55%
MGWM
31
Marks Group Wealth Management
Minnesota
$2.97M -$344K -9,164 -11%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$2.88M -$301K -8,015 -10%
MAM
33
Marotta Asset Management
Virginia
$2.62M -$1.02M -27,169 -29%
Truist Financial
34
Truist Financial
North Carolina
$2.49M +$2.4M +63,876 New
EE
35
EWG Elevate
California
$2.48M +$2.38M +63,521 New
BCV
36
Banque Cantonale Vaudoise
Switzerland
$1.86M -$243K -6,485 -12%
HT
37
HAP Trading
New York
$1.77M +$1.7M +45,331 New
LPL Financial
38
LPL Financial
California
$1.64M -$55.9K -1,490 -3%
Nisa Investment Advisors
39
Nisa Investment Advisors
Missouri
$1.52M +$1.47M +39,100 New
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$1.41M +$934K +24,869 +222%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$1.34M -$32.6K -869 -2%
Jane Street
42
Jane Street
New York
$1.26M +$1.21M +32,336 New
Goldman Sachs
43
Goldman Sachs
New York
$1.21M +$83.3K +2,220 +8%
GEM
44
Global Endowment Management
North Carolina
$1.17M
FAAS
45
First Allied Advisory Services
California
$1.16M -$57.5K -1,532 -5%
ANTB
46
AMG National Trust Bank
Colorado
$1.15M -$58.7K -1,564 -5%
NC
47
NewSquare Capital
Pennsylvania
$1.14M -$23.1K -615 -2%
RIM
48
Rampart Investment Management
Connecticut
$1.12M +$1.08M +28,668 New
RJA
49
Raymond James & Associates
Florida
$1.03M -$376K -10,010 -27%
ZIM
50
Zacks Investment Management
Illinois
$1.02M -$1.02M -27,172 -51%